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EFA vs IVW

Comparison between ISHARES MSCI EAFE ETF (EFA, ETF) and ISHARES S&P 500 GROWTH ETF (IVW, ETF).

5-Year PerformanceIVW has outperformed EFA, delivering a return of +13.9% compared to +9.4%

EFA vs IVW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EFA
$77B
IVW
$75B
Expense Ratio
EFA
0.32%
Winner
IVW
0.18%
Max Drawdown
EFA
63.18%
Winner
IVW
61.38%
Sharpe Ratio
Winner
EFA
1.29
IVW
1.13
5Y Beta
Winner
EFA
0.75
IVW
1.22
P/E Ratio
EFA
N/A
IVW
27.57
Forward P/E
EFA
N/A
IVW
23.63
PEG Ratio
EFA
N/A
IVW
0.35
5Y Dividends CAGR
Winner
EFA
12.97%
IVW
1.24%
5Y EPS CAGR
EFA
N/A
IVW
35.73%
Debt to Equity
EFA
N/A
IVW
73.73%
P/S Ratio
EFA
N/A
IVW
6.15
P/B Ratio
EFA
N/A
IVW
8.58

EFA vs IVW - Holdings Comparison

EFA and IVW have 1 common holdings. Overlap is -0.10%

EFA's top 25 holdings weight is 25.65%. IVW's top 25 holdings weight is 73.33%.

RankEFAIVW
#1
ASML HOLDING NV (n/a) - 3.25%
NVIDIA CORP (NVDA) - 14.12%
#2
HSBC HOLDINGS PLC (n/a) - 1.60%
APPLE INC (AAPL) - 5.92%
#3
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.33%
MICROSOFT CORP (MSFT) - 5.92%
#4
NOVARTIS AG REGISTERED SHARES (n/a) - 1.30%
BROADCOM INC (AVGO) - 5.88%
#5
NESTLE SA (n/a) - 1.23%
ALPHABET INC CLASS A (GOOGL) - 5.69%
#6
ASTRAZENECA PLC (AZN:XLON) - 1.16%
ALPHABET INC CLASS C (GOOG) - 4.58%
#7
SHELL PLC (n/a) - 1.13%
META PLATFORMS INC CLASS A (META) - 4.51%
#8
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.08%
AMAZON.COM INC (AMZN) - 3.98%
#9
SIEMENS AG (n/a) - 1.06%
TESLA INC (TSLA) - 3.85%
#10
BHP GROUP LTD (n/a) - 0.96%
ELI LILLY AND CO (LLY) - 2.47%
#11
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.92%
VISA INC CLASS A (V) - 1.73%
#12
BANCO SANTANDER SA (n/a) - 0.90%
JPMORGAN CHASE & CO (JPM) - 1.54%
#13
TOKYO ELECTRON LTD (n/a) - 0.84%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
ALLIANZ SE (n/a) - 0.84%
MASTERCARD INC CLASS A (MA) - 1.39%
#15
TOYOTA MOTOR CORP (n/a) - 0.79%
n/a (PLTR) - 1.29%
#16
UBS GROUP AG REGISTERED SHARES (n/a) - 0.77%
NETFLIX INC (NFLX) - 1.28%
#17
SCHNEIDER ELECTRIC SE (n/a) - 0.77%
COSTCO WHOLESALE CORP (COST) - 1.23%
#18
SAP SE (n/a) - 0.75%
ORACLE CORP (ORCL) - 1.14%
#19
TOTALENERGIES SE (TTE) - 0.75%
WALMART INC (WMT) - 1.04%
#20
NOVO NORDISK AS CLASS B (n/a) - 0.73%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90%
#21
ABB LTD (n/a) - 0.72%
CATERPILLAR INC (CAT) - 0.87%
#22
SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.71%
SALESFORCE INC (CRM) - 0.77%
#23
ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.71%
INTUITIVE SURGICAL INC (ISRG) - 0.63%
#24
IBERDROLA SA (n/a) - 0.68%
AMERICAN EXPRESS CO (AXP) - 0.61%
#25
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.67%
UBER TECHNOLOGIES INC (UBER) - 0.60%
Total Holdings670220

EFA vs IVW - Historical Returns

Returns include dividend reinvestment.

1M
EFA
+1.80%
Winner
IVW
+2.91%
3M
EFA
+4.04%
Winner
IVW
+5.15%
6M
EFA
+6.27%
Winner
IVW
+16.61%
1Y
Winner
EFA
+24.73%
IVW
+23.91%
5Y(CAGR)
EFA
+9.39%
Winner
IVW
+13.86%
10Y(CAGR)
EFA
+9.59%
Winner
IVW
+17.62%
Max(CAGR)
EFA
+6.65%
Winner
IVW
+9.00%

EFA vs IVW - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearEFAIVW
2026+12.37%+14.61%
2025+32.00%+21.97%
2024+4.68%+38.04%
2023+17.36%+31.48%
2022-14.90%-30.04%
2021+10.88%+33.79%
2020+6.51%+31.40%
2019+22.28%+31.01%
2018-14.44%-1.09%
2017+24.32%+26.35%
2016+2.95%+8.74%
2015-0.57%+5.47%
2014-4.51%+15.61%
2013+19.53%+29.06%
2012+15.65%+13.09%
2011-12.97%+3.57%
2010+5.38%+13.24%
2009+25.33%+27.20%
2008-40.83%-34.13%
2007+9.51%+9.09%
2006+21.73%+8.90%
2005+14.14%+4.62%
2004+18.63%+5.96%
2003+36.90%+21.29%
2002-15.92%-24.26%
2001-5.19%-8.59%
2000N/A-15.42%

EFA vs IVW Drawdown Comparison

The maximum drawdown for EFA was -61.04%, occurring on Mar 9, 2009. Recovery took 1660 trading sessions.

The maximum drawdown for IVW was -57.33%, occurring on Mar 9, 2009. Recovery took 3160 trading sessions.

The current EFA drawdown is -0.07%. The current IVW drawdown is -0.30%.

RankEFAIVW
#1-61.04%
Oct 31, 2007 - Jun 6, 2014		-57.33%
Jul 17, 2000 - Feb 8, 2013
#2-34.19%
Jan 26, 2018 - Nov 16, 2020		-32.72%
Dec 27, 2021 - Mar 1, 2024
#3-31.40%
Aug 24, 2001 - Oct 14, 2003		-31.35%
Feb 19, 2020 - Jun 10, 2020
#4-29.49%
Sep 7, 2021 - Feb 16, 2024		-22.15%
Feb 19, 2025 - Jun 24, 2025
#5-22.97%
May 15, 2015 - May 4, 2017		-20.64%
Oct 1, 2018 - Apr 23, 2019
#6-15.76%
May 9, 2006 - Oct 26, 2006		-13.75%
Oct 29, 2025 - Apr 15, 2026
#7-14.53%
Jul 2, 2014 - May 15, 2015		-13.30%
Nov 3, 2015 - Jul 8, 2016
#8-14.05%
Mar 19, 2025 - May 2, 2025		-12.73%
Jul 10, 2024 - Oct 14, 2024
#9-11.58%
Jul 12, 2007 - Oct 1, 2007		-11.46%
Jul 20, 2015 - Oct 29, 2015
#10-11.42%
Feb 25, 2026 - Jun 15, 2026		-11.09%
Sep 2, 2020 - Dec 4, 2020
#11-10.14%
Sep 26, 2024 - Mar 5, 2025		-9.87%
Jan 26, 2018 - Jun 4, 2018
#12-9.81%
Feb 17, 2004 - Oct 6, 2004		-8.65%
Feb 12, 2021 - Apr 5, 2021
#13-7.67%
Jul 12, 2024 - Aug 21, 2024		-8.61%
Jun 1, 2026 - Aug 4, 2026
#14-7.59%
Feb 26, 2007 - Apr 3, 2007		-7.35%
Sep 18, 2014 - Oct 30, 2014
#15-7.19%
Mar 4, 2005 - Aug 3, 2005		-7.23%
Sep 7, 2021 - Oct 26, 2021

Correlation

Correlation between EFA and IVW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2026)

EFA vs IVW dividend yield comparison.

YearEFAIVW
20261.52%0.16%
20253.38%0.40%
20243.24%0.43%
20232.98%1.03%
20222.69%0.92%
20213.33%0.46%
20202.13%0.82%
20193.10%1.63%
20183.39%1.28%
20172.57%1.30%
20163.07%1.51%
20152.76%1.51%
20143.72%1.37%
20132.54%1.45%
20123.09%1.82%
20113.45%1.62%
20102.40%1.38%
20092.61%1.38%
20084.12%1.67%
20072.55%1.16%
20062.09%1.18%
20051.87%1.27%
20041.50%1.69%
20031.15%1.09%
20021.90%1.07%
20010.21%0.68%
20000.00%0.39%

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